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Current Employers
J.P. Morgan Securities Llc

270 Park Avenue, New York, NY 10017 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-11-07
TX RA APPROVED 2022-11-04
  • FL RA
    APPROVED
    Since 2022-11-07
  • TX RA
    APPROVED
    Since 2022-11-04

Branch Locations

850 Park Shore Dr, Naples, FL 34103 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Credit Suisse Securities (Usa) Llc San Francisco CA 08/2012 02/2018
Jefferies Llc San Francisco CA 03/2018 07/2021
Jefferies Llc Miami FL 07/2021 08/2022
Unemployed Miami FL 09/2022 09/2022
Jpmorgan Chase Bank, Na Miami FL 10/2022 Present
Jpmorgan Securities Llc Miami FL 10/2022 Present
Barry University Miami Shores FL 09/2025 Present
  • 08/2012 → 02/2018
    Credit Suisse Securities (Usa) Llc
    San Francisco, CA
  • 03/2018 → 07/2021
    Jefferies Llc
    San Francisco, CA
  • 07/2021 → 08/2022
    Jefferies Llc
    Miami, FL
  • 09/2022 → 09/2022
    Unemployed
    Miami, FL
  • 10/2022 → Present
    Jpmorgan Chase Bank, Na
    Miami, FL
  • 10/2022 → Present
    Jpmorgan Securities Llc
    Miami, FL
  • 09/2025 → Present
    Barry University
    Miami Shores, FL
Other Businesses

Entity Name: Barry University Investment related: No "Address: https://www.barry.edu/en/ 11300 NE 2nd Avenue, Miami Shores, Florida 33161" Nature of the other business: Educational Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Local private University where i will be acting as a part time adjunct professor, mainly providing career insights to students looking to break into finance. Entity Name: Miami Dade College Investment related: No "Address: https://www.mdc.edu/, 300 NE Second Ave. Miami, FL 33132" Nature of the other business: Education Position/Title/Relationship: Employee/Contractor Start Date: 09/01/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a public university and I would be an adjunct professor teaching a class on either "Principles of Business" or "Intro to Wealth Management."

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-18
S63 Uniform Securities Agent State Law Examination 2011-10-28
  • S66 Uniform Combined State Law Examination
    2022-10-18
  • S63 Uniform Securities Agent State Law Examination
    2011-10-28

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